Vtiger CRM + ClickSend SMS Integration

Integrate ClickSend SMS to Vtiger CRM in one click, or tell Integrately AI how you want each lead handled. Text leads instantly, update CRM contacts, sync records, and trigger follow-up tasks automatically.

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1.
  • Vtiger CRM
    Lead is created or updated in Vtiger CRM
  • Vtiger CRM
    Contact is created/updated in Vtiger CRM
  • Vtiger CRM
    To Do is created/updated in Vtiger CRM
  • Vtiger CRM
    Account is created/updated in Vtiger CRM
  • Vtiger CRM
    Ticket is created/updated in Vtiger CRM
  • Vtiger CRM
    Opportunity is created/updated in Vtiger CRM
  • Vtiger CRM
    Case is created/updated in Vtiger CRM
  • Vtiger CRM
    Service is created/updated in Vtiger CRM
  • Vtiger CRM
    Event is created/updated in Vtiger CRM
  • Vtiger CRM
    Product is created/updated in Vtiger CRM
  • Vtiger CRM
    Invoice is created/updated in Vtiger CRM
  • Vtiger CRM
    Quote is created/updated in Vtiger CRM
  • Vtiger CRM
    Sales Order is created/updated in Vtiger CRM
  • Vtiger CRM
    PurchaseOrder is created/updated in Vtiger CRM
  • ClickSend SMS
    Incoming SMS is received in ClickSend SMS Instant
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2.
  • Vtiger CRM
    Update contact in Vtiger CRM
  • Vtiger CRM
    Search opportunity in Vtiger CRM
  • Vtiger CRM
    Update opportunity in Vtiger CRM
  • Vtiger CRM
    Search account in Vtiger CRM
  • Vtiger CRM
    Update account in Vtiger CRM
  • Vtiger CRM
    Create contact in Vtiger CRM
  • Vtiger CRM
    Search contact by phone in Vtiger CRM
  • Vtiger CRM
    Create todo in Vtiger CRM
  • Vtiger CRM
    Create account in Vtiger CRM
  • Vtiger CRM
    Create product in Vtiger CRM
  • Vtiger CRM
    Create opportunity in Vtiger CRM
  • Vtiger CRM
    Search contact by email in Vtiger CRM
  • Vtiger CRM
    Create case in Vtiger CRM
  • Vtiger CRM
    Create service in Vtiger CRM
  • Vtiger CRM
    Create module record in Vtiger CRM
  • Vtiger CRM
    Create event in Vtiger CRM
  • Vtiger CRM
    Create ticket in Vtiger CRM
  • ClickSend SMS
    Upload file in ClickSend SMS
  • ClickSend SMS
    Send SMS in ClickSend SMS
  • ClickSend SMS
    Send post letter in ClickSend SMS
  • ClickSend SMS
    Send SMS to contact list in ClickSend SMS
  • ClickSend SMS
    Create contact in ClickSend SMS
  • ClickSend SMS
    Search contact by email address in ClickSend SMS
  • ClickSend SMS
    Search contact by phone in ClickSend SMS
  • ClickSend SMS
    Delete contact in ClickSend SMS
  • ClickSend SMS
    Send fax in ClickSend SMS
  • ClickSend SMS
    Send MMS in ClickSend SMS
  • ClickSend SMS
    Send voice in ClickSend SMS
  • ClickSend SMS
    Send postcard in ClickSend SMS
  • ClickSend SMS
    Create contact list in ClickSend SMS
  • ClickSend SMS
    Delete contact List in ClickSend SMS
  • ClickSend SMS
    Search contact lists in ClickSend SMS

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Ready Workflows Ready Workflows for ClickSend SMS + Vtiger CRM Integration

Text leads instantly, update CRM contacts, sync records, alert your team, and track responses, all in just one click.

Most popular automationsmost-popular-automations
Vtiger CRM + ClickSend SMS Integration

Send ClickSend SMS message for new Vtiger CRM contact

Anytime a new contact is added to your Vtiger CRM, automatically send them a message through ClickSend SMS letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Vtiger CRM - ClickSend SMS integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Vtiger CRM + ClickSend SMS Integration

Send ClickSend SMS message for new Vtiger CRM to do

With this Vtiger CRM - ClickSend SMS integration, whenever a new to do is created in Vtiger CRM, message will be sent via ClickSend SMS. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
See more
Vtiger CRM + ClickSend SMS Integration

Create ClickSend SMS contact for new Vtiger CRM contact

If you're using Vtiger CRM to manage your sales leads, it's important to also use ClickSend SMS to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Vtiger CRM, a corresponding contact will automatically be created in ClickSend SMS.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your ClickSend SMS + Vtiger CRM flow

Capture lead interactions, update spreadsheets, sync email lists, and trigger alerts across your stack. Pick a combination and activate it in one click.

Vtiger CRM
ClickSend SMS
+
Google SheetsGoogle Sheets (6)
+
MailchimpMailchimp (5)
+
HubSpotHubSpot (5)
+
GmailGmail (5)
+
StripeStripe (4)
+
SlackSlack (5)
V
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When a new lead is created in Vtiger CRM, send an SMS in ClickSend SMS and log the details in Google Sheets
New Vtiger CRM leads trigger a text via ClickSend SMS and a new row in Google Sheets instantly, eliminating manual copy-pasting.
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When a Vtiger CRM contact is updated, send a confirmation via ClickSend SMS and update the spreadsheet row in Google Sheets
Keep Google Sheets synchronised and notify contacts immediately through ClickSend SMS whenever their Vtiger CRM profile changes.
V
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When a Vtiger CRM opportunity is created or updated, send a text in ClickSend SMS and log it in Google Sheets
Track sales opportunities in Google Sheets and alert team members via ClickSend SMS the moment a deal moves.
V
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When a Vtiger CRM support ticket is created or updated, send a text in ClickSend SMS and log it in Google Sheets
Log new support cases in Google Sheets and send instant SMS updates via ClickSend SMS to ensure rapid response times.
V
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Use Claude to summarise Vtiger CRM deal notes, send an SMS via ClickSend SMS, and log the summary in Google Sheets
AI analyses your Vtiger CRM notes, triggering a targeted ClickSend SMS and saving a structured summary in Google Sheets.
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When a Vtiger CRM invoice is created or updated, log it in Google Sheets and send a payment reminder via ClickSend SMS
Automate financial tracking in Google Sheets and ensure timely client collections with ClickSend SMS reminders.

Supported triggers and actions for Vtiger CRM and ClickSend SMS

Mix and match to build the exact automation you need

Vtiger CRM
Vtiger CRM Triggers & Actions
Lead is created or updated in Vtiger CRM
Triggers the automation when a new lead is created or an existing lead is updated
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Contact is created/updated in Vtiger CRM
Triggers the automation when a contact is created or updated
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To Do is created/updated in Vtiger CRM
Triggers the automation when a To Do is created or updated
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Account is created/updated in Vtiger CRM
Triggers the automation when an account is created or updated
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Ticket is created/updated in Vtiger CRM
Triggers the automation when a ticket is created or modified
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Opportunity is created/updated in Vtiger CRM
Triggers the automation when any opportunity is created or updated
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Case is created/updated in Vtiger CRM
Triggers the automation when any account is created or updated
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Service is created/updated in Vtiger CRM
Triggers the automation when a service is created or updated
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Event is created/updated in Vtiger CRM
Triggers the automation when any event is created or updated
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Product is created/updated in Vtiger CRM
Triggers the automation when a product is created or updated
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Invoice is created/updated in Vtiger CRM
Triggers the automation when any invoice is added or modified
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Quote is created/updated in Vtiger CRM
Triggers the automation when a quote is created or updated
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Sales Order is created/updated in Vtiger CRM
Triggers the automation when a new sales order is created or updated
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PurchaseOrder is created/updated in Vtiger CRM
Triggers the automation when a purchase order is created or updated
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Update contact in Vtiger CRM
Updates an existing contact
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Search opportunity in Vtiger CRM
Searches for an opportunity
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Update opportunity in Vtiger CRM
Updates an existing opportunity
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Search account in Vtiger CRM
Searches for an account
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Update account in Vtiger CRM
Updates an existing account
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Create contact in Vtiger CRM
Adds a new contact to the database
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Search contact by phone in Vtiger CRM
Finds information about a contact using the phone number
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Create todo in Vtiger CRM
Creates a new to-do item
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Create account in Vtiger CRM
Generates a new account
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Create product in Vtiger CRM
Generates and launch new products
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Create opportunity in Vtiger CRM
Creates a new instance of the support system
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Search contact by email in Vtiger CRM
Finds and retrieves contact information using their email address
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Create case in Vtiger CRM
Generates a new case entry
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Create service in Vtiger CRM
Creates a new service entry
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Create module record in Vtiger CRM
Creates a new record in a module
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Create event in Vtiger CRM
Adds a new contact to the contact list
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Create ticket in Vtiger CRM
Generates a new ticket
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ClickSend SMS
ClickSend SMS Triggers & Actions
Instant
Incoming SMS is received in ClickSend SMS
Triggers the automation when an incoming SMS is received
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Upload file in ClickSend SMS
Uploads a file
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Send SMS in ClickSend SMS
Sends a text message
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Send post letter in ClickSend SMS
Sends a physical letter through postal mail
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Send SMS to contact list in ClickSend SMS
Sends a text message to a contact list
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Create contact in ClickSend SMS
Adds a new contact to the database
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Search contact by email address in ClickSend SMS
Finds and retrieves contact information using their email address
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Search contact by phone in ClickSend SMS
Finds information about a contact using the phone number
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Delete contact in ClickSend SMS
Removes a contact from the address book
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Send fax in ClickSend SMS
Sends a fax
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Send MMS in ClickSend SMS
Sends a multimedia message
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Send voice in ClickSend SMS
Sends a voice message
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Send postcard in ClickSend SMS
Sends a physical postcard
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Create contact list in ClickSend SMS
Generates a list of contacts from particular criteria
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Delete contact List in ClickSend SMS
Removes all contacts from the designated list
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Search contact lists in ClickSend SMS
Searches for a contact in the contact list
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What can you automate with ClickSend SMS + Vtiger CRM?

Streamline client communication, sync CRM data, and eliminate manual messaging tasks with powerful automated workflows.

What you can automate?
💬
Send SMS notifications for new CRM leads
Trigger an automated text message via ClickSend SMS the exact moment a new lead is created or updated in Vtiger CRM, ensuring instant prospect engagement.
📋
Capture every custom lead field and message
Map all submitted contact details and message histories from Vtiger CRM directly into your ClickSend SMS workflows without missing custom fields.
🔔
Alert internal teams when deals move
Notify your sales representatives and support agents instantly via ClickSend SMS or Slack whenever pipeline opportunities change status.
🔀
Route communications based on lead tier
Send customized text messages or execute different follow-up sequences depending on specific data fields submitted in Vtiger CRM.
🔄
Keep contact records synchronized in real time
Update subscriber data, contact profiles, and deal stages across platforms automatically whenever modifications occur in Vtiger CRM.
🛡️
Prevent duplicate contacts during imports
Search existing databases before creating new records, ensuring your contact lists remain clean and free of duplicate entries.
⏱️
Handle payment reminders and status changes
Trigger automated SMS reminders via ClickSend SMS the moment invoices, quotes, or support tickets are updated in Vtiger CRM.
🔗
Extend workflows to popular productivity tools
Connect your ClickSend SMS and Vtiger CRM core setup with apps like Google Sheets, Slack, and Gmail to expand your automation capabilities.
And much more...

Who is ClickSend SMS + Vtiger CRM integration for?

Sales managers, support leads, and marketing professionals eliminate manual data entry and engage customers faster by automating ClickSend SMS and Vtiger CRM workflows.

Sales managers
Sales managers
Support leads
Support leads
Account executives
Account executives
Operations directors
Operations directors
Marketing coordinators
Marketing coordinators
Customer success managers
Customer success managers
📈
Sales managers
You rely on conversion reports to make forecasting decisions, but your CRM metrics are always delayed because reps forget to log text interactions — automating both apps means every message and lead status syncs instantly so your pipeline data stays accurate.
Support leads
You need to respond to high-priority tickets immediately, but manual tracking leaves clients waiting hours for a confirmation text — connecting these apps means every new support case triggers an instant SMS update so customer satisfaction stays high.
🤝
Account executives
You manage dozens of client relationships daily and struggle to keep communication histories updated across tools — this integration means every text message and CRM update syncs automatically without manual data entry.
📊
Operations directors
You oversee high volumes of customer leads and tickets that overwhelm manual processing capacity — automating both apps means your outreach scales effortlessly without adding administrative overhead.
🎯
Marketing coordinators
You depend on swift lead handoffs between campaigns and sales follow-ups, but lagging notifications cause hot prospects to go cold — connecting these apps means leads receive immediate SMS engagement the moment they enter your CRM.
🔍
Customer success managers
You need a reliable audit trail of every customer touchpoint and ticket status change, but manual logs always contain missing gaps — this integration means every interaction is recorded accurately across your systems.
Our team

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Why choose Integrately to automate Vtiger CRM + ClickSend SMS

Build and manage your Vtiger CRM + ClickSend SMS automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Vtiger CRM + ClickSend SMS with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect ClickSend SMS to Vtiger CRM?
Frequently Asked Questions
You can connect ClickSend SMS to Vtiger CRM in 1 click using ready workflows on Integrately, or use Integrately AI to build custom multi-step automations linking tools like Google Sheets, HubSpot, and Slack.
Can I automatically send a text message via ClickSend SMS when a new lead is created in Vtiger CRM?
Frequently Asked Questions
Can I connect ClickSend SMS, Vtiger CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ClickSend SMS and Vtiger CRM?
Frequently Asked Questions
How are contact details and updates handled between ClickSend SMS and Vtiger CRM?
Frequently Asked Questions
Can I sync support tickets and messages between Vtiger CRM and ClickSend SMS?
Frequently Asked Questions
Do I need coding skills to automate ClickSend SMS and Vtiger CRM?
Frequently Asked Questions
Is the ClickSend SMS and Vtiger CRM integration free?
Frequently Asked Questions
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